When life throws you a curveball it’s the opportunity of a lifetime to hit it out of the park! John and Linda were like most retirement couples, they wanted to see if a Reverse Mortgage fit into their retirement plans. John was 70 and Linda had just turned 68. John had worked for the…

We have some Good News and Bad News about your retirement The Good News – You’re likely to live a retirement of more than 30 years… The Bad News – You’re likely to live a retirement of more than 30 years… When surveyed 83% of senior citizens expressed a desire to stay in their home…

Will the Tax Torpedo sink your retirement? Benjamin Franklin is credited with coining the phrase “nothing is certain but death and taxes”. Viewing retirement in 2018 through an admittedly imperfect telescope, we can say old Ben hit the nail on the head. There is a deadly tax lurking just beneath the surface of what seems…

The Housing Bubble and the new normal If you’re one of the countless number of seniors heading into retirement carrying housing related debt, then you are the new normal. When the housing market bottomed out in 2009 it put pre-retirees in a precarious position. Not only did their investment accounts take a hit but most…

The 5 most asked reverse mortgage questions There’s a lot of information (and misinformation) out there when it comes to The New Reverse Mortgage. Here are the 5 most frequently asked questions. Related: The truth about the New Reverse Mortgage 1. Is it better to wait until I’m older to get a reverse mortgage? The…

Easing the “retirement squeeze” The retirement squeeze is one of the cruel ironies of life. Many of us finally hit our earnings peak and it’s time to start thinking about retirement and the challenges of living on a fixed income. Even Pre-Retirees are feeling the retirement squeeze According to a recent study by Bankers Life…